CVS icon

CVS Health

1,567 hedge funds and large institutions have $84.2B invested in CVS Health in 2016 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 670 increasing their positions, 654 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,567
Holders Change
+10
Holders Change %
+0.64%
% of All Funds
41.88%
Holding in Top 10
174
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-26.58%
% of All Funds
4.65%
New
99
Increased
670
Reduced
654
Closed
73
Calls
$562M
Puts
$456M
Net Calls
+$106M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
1251
Swarthmore Group
Pennsylvania
$589K
PMFA
1252
Plante Moran Financial Advisors
Michigan
$587K +$41.4K +433 +8%
AIM
1253
Acropolis Investment Management
Missouri
$584K -$74.7K -780 -11%
KLWA
1254
Kelly Lawrence W & Associates
California
$579K +$14.9K +155 +3%
NA
1255
NewEdge Advisors
Louisiana
$578K +$578K +6,058 New
FCM
1256
Fairbanks Capital Management
California
$577K +$577K +6,031 New
WHI
1257
William Harris Investors
Illinois
$576K
JFA
1258
Johanson Financial Advisors
California
$576K +$19.7K +206 +4%
EM
1259
Excalibur Management
Massachusetts
$575K -$13.2K -138 -2%
MCA
1260
Morris Capital Advisors
Pennsylvania
$575K +$133K +1,395 +30%
III
1261
Independent Investors Inc
New York
$574K
SS
1262
Simplicity Solutions
Minnesota
$573K +$14.3K +149 +3%
CF
1263
Corrigan Financial
Rhode Island
$573K -$97.1K -1,014 -14%
NIA
1264
Northstar Investment Advisors
Colorado
$572K -$2.87K -30 -0.5%
TG
1265
TLP Group
Illinois
$571K +$571K +5,962 New
VFS
1266
VSR Financial Services
Kansas
$570K -$1.81M -18,910 -76%
PGIM
1267
Pacific Global Investment Management
California
$568K -$6.99K -73 -1%
TIA
1268
Trust Investment Advisors
Indiana
$566K -$31.1K -325 -5%
MHS
1269
M Holdings Securities
Oregon
$566K +$49.5K +517 +10%
SCM
1270
Sterneck Capital Management
Missouri
$565K -$9.57K -100 -2%
CFA
1271
Cahill Financial Advisors
Minnesota
$560K -$2.11K -22 -0.4%
GJCM
1272
Grand Jean Capital Management
California
$560K +$560K +5,845 New
ACI
1273
Alpha Cubed Investments
California
$554K -$55.7K -582 -9%
BJL
1274
Brighton Jones LLC
Washington
$546K -$95.7K -999 -15%
CCA
1275
Cobblestone Capital Advisors
New York
$543K -$101K -1,055 -16%